Holistiplan Announces 2026 Enterprise Customer Advisory Board
COLLEGE STATION, TX / ACCESS Newswire / May 13, 2026 /Holistiplan, a leading provider of tax planning technology for financial advisors, today announced the members of its 2026 Enterprise Customer Advisory Board, a select group of partners representing some of the largest and most influential broker-dealers and RIAs in the country. The board will provide strategic insight and feedback to help guide the continued evolution of tax planning technology at scale.
"At Holistiplan, listening closely to the professionals who use our platform has always been central to how we build and improve our technology, " said Roger Pine, CFA®, CFP®, Co-Founder and CEO of Holistiplan. "Since the beginning, customer feedback has been one of the most important drivers of our product development. Many of our users have been early adopters of tax planning, and their willingness to test new approaches and share their insights has played a major role in shaping the evolution of the platform. "
The Enterprise Customer Advisory Board brings together leaders from top advisory firms, broker-dealers, and enterprise organizations to share perspectives from across the industry and engage directly with Holistiplan 's leadership and product teams. These firms collectively support thousands of financial advisors and serve a significant portion of the U.S. wealth management market, offering valuable insight into how tax planning technology can scale across large advisor networks.
The 2026 Holistiplan Enterprise Customer Advisory Board includes:
Kelsey Clair, CPA, CPWA®, Senior Tax Strategist,Baird
Philip D 'Unger, CFP®, CPWA®, EA, Director of Wealth Planning, CAPTRUST
Michael Gruidel, CFP®, Senior Wealth Planner, Carson
Jessica Nelson, Ph.D., LMFT, Manager, Financial Planning Associate, TCI Wealth Advisors
Adam Seavey, CFP®, CRPC®, Vice President, Advice Tools, Ameriprise Financial
Neil Teubel, CFP®, MS, Partner, Head of Wealth Planning, Corient
Erin Wood, CFP®, FBS®, Senior Vice President of Advanced Planning, AssetMark
"Enterprise partners bring unique perspectives from their large advisor networks, " said Roger Pine. "This advisory board creates a dedicated channel for members to influence our roadmap, share insights from their organizations, and shape how tax planning is delivered at scale. "
About Holistiplan
Holistiplan is a financial planning platform built by financial advisors, for financial advisors, helping firms deliver tax planning, property & casualty insurance planning, and estate planning from a single unified system. Used by more than 10,000 firms nationwide, the platform analyzes tax returns, insurance policies, and estate documents to surface planning opportunities and generate client-ready deliverables in minutes. Holistiplan has been recognized as the #1 tax planning software in the Kitces Report Studies and the #1 tax planning software for six consecutive years in the T3/Inside Information Software Surveys, reflecting its leadership in advancing tactical financial planning for advisory firms. Learn more at www.holistiplan.com.
Contact Information
Alanna O 'Connell
Marketing Manager
alanna.oconnell@holistiplan.com
SOURCE: Holistiplan
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